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[Video] Prepare for your tax returns using FORMS

Financial Design Studio Tax Season

[Video] Prepare for your tax returns using FORMS MICHELLE SMALENBERGER, CFP ® It’s tax season and everyone’s thinking of everything they need to get ready for their accountant.  I want to help you with an easy system to remember all the things you need to pull together. Here’s an acronym to walk you through the…

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[Video] Tax Extensions: What You Need To Know

Tax Extensions: What You Need To Know STEPHEN SMALENBERGER, EA® We’re quickly approaching the end of tax season.  If you haven’t filed your return yet, what do you do?  Maybe you’re a last second kind of person or maybe you’re waiting for that last document, like a K-1.  Should you file an extension? What is…

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[Video] Get Organized: Your Accountant Will Thank You!

Financial Design Studio Taxes Organized

Get Organized: Your Accountant Will Thank You! STEPHEN SMALENBERGER, EA It’s that time of year when you’re thinking about filing your tax return.  I don’t know how many times I’ve seen someone bring in a box of unopened mail or receipts and give it to their accountant.  What if you came in earlier, organized, and…

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[Video] Tax Gain/Loss Harvesting

Video Gains

MICHELLE SMALENBERGER, CFP® Tax Gain/Loss Harvesting We want to help you think through one last item here at year-end.  Here are some things you can do with your investments to also help with a little bit of tax planning.  Often people can have a dilemma when they look at their investments only to realize that…

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